by Lenox Brown | Oct 1, 2024 | Blog
One of the fastest-growing scams aimed at investors involves creating fake, but very convincing, websites that appear to be run by legitimate businesses, including financial institutions. This has become an issue, with many investors falling for these “spoofed...
by Kaleb Price, CFP®, CPA | Sep 18, 2024 | Blog
On January 1, 2018, the Tax Cut and Jobs Act went into effect, creating sweeping overhauls to taxes for income, estate, corporations, and non-profit organizations. While the law has decreased taxes for most individuals and businesses, many of the provisions are...
by Joseph "Bo" Billeaud | Aug 21, 2024 | Blog, Bo's Corner
Let me tell you about one thing you never ever will want to do. You don’t want to have to get rich twice. Don’t do it. Once you’ve achieved a comfortable level of wealth, don’t do anything that could threaten that position. ********************* In 2007,...
by Joseph "Bo" Billeaud | Aug 5, 2024 | Blog, Bo's Corner
You all remember William of Occam, don’t you? Sure you do! William of Occam was one of the major figures of 14th century medieval thought and is mostly remembered for his principle known as Occam’s Razor. This principle states that (and I’m paraphrasing...
by Jonas Lowery, CFP® | Jul 22, 2024 | Blog
As summer gets underway, the National Weather Service is predicting an above-average season of hurricane activity, with severe storms already developing. To add insult to injury, homeowners have been feeling the sting of rising insurance costs. Here are some things...
by Erin Despot McMenemon, CFA® | Jul 1, 2024 | Blog
Don’t Assume That Cash is King for Long-Term Investing The image below highlights a critical concept: the opportunity cost of holding cash instead of investing in the stock market long-term. The picture shows the dramatic impact of missing the best consecutive rally...
